Venture Life Share Discussion Threads

[fozzie] 20/12/2016 17:44

Just a bit of mitigation on my 3 shares showing -32% this year Apad. I

I am -42% on Craw, should have bailed at 90p but genuinely believed the story, there is no debt and the shop roll out is fully funded so in theory at least we should still some uplift, annoyd to think i passed up almost 10k in profit at one time this year.

-14% on SPRP, still holding and have bought some more recently, rude not to, currency movements will suit and decent management who will restore fortunes after a largely unforseen blip.

+492% on XPP, yes thats right +492%. My original investment has been repaid several times as well with a stonking dividend. Holding now for income and the possibility of a bid.

I will have a big think over the next week on 5 for 2017 but joined you in IGG today and also bought CTEC which i think has potential.

[apad] 20/12/2016 17:33

FFWD:
"We remain confident that the Investing Policy is enabling the Company to take advantage of exciting investment opportunities in the technology and life science sectors. We believe that, through our broad range of contacts and expertise, we can continue to identify various opportunities and determine quickly which opportunities could be viable and progress quickly to formal due diligence. So far, we have acted methodically but speedily to acquire the current investments which we believe have and are demonstrating their potential. We will continue to identify viable opportunities through our comprehensive and thorough review process, and we are optimistic of developing a strong portfolio of investments with significant value."

JESU!

apad

[apad] 20/12/2016 17:10

ps
The yoodle boom in financials is astounding. Are real people doing this?

[apad] 20/12/2016 17:08

red

"A sticking point in talks with BoA had been MBNA’s potential liabilities over the payment protection insurance (PPI) mis-selling scandal. However, Lloyds, the bank with the biggest PPI bill of more than £17bn, has negotiated a £240m cap on future compensation claims to limit its exposure."

apad

[apad] 20/12/2016 16:47

Good price, madmix.

Competition entries changeable up to new year deadline - should be tomorrow's Midwinter Day really.

apad

ps
Current favourite for increasing out of income is DOTD - so much for O&G, still consistency is the refuge of the unimaginative.

[valhamos] 20/12/2016 16:45

My 5 shares: ABDP, DOTD, KNOS, PHTM, ZAM

[redartbmud] 20/12/2016 16:45

mad

Hedging your bets. Wise man.

y'oodles are blowing hard to get the Dow over 20,000. Once there it will plummet, for some nebulous non-reason. It always happens.

red

[madmix] 20/12/2016 16:23

APAD,

Joined you with a few QTX today at 322p. I have a feeling it may have bottomed - market now bidding 320p in 5k. Overhang of cheap stock seems to be running out.

IMHO, FWIW, etc. :-)

Will do a competition entry in due course, but waiting to see where the prices are nearer to 1st January!

[apad] 20/12/2016 16:21

PJ1 (TRD/TST/SPE/PEL/SDI)
Peters spouse (ESP/JIM/RGL/TSTL/WJG)
Lauders (BVXP/NANO/FFWD/FENR/HOC)
Linhur (RSW/BREE/GHH/FSJ/RWS)
Redartbmud (LLOY/CLLN/GNK/NANO/GHH)
Dacian (BVXP/TPG/JOG/NTQ/QP)
Rjmahan (SIHL/TAU/PIL/DCI/RMA)
Felix99 (IGG/HUR/PRV/VEC/DGB)
Attrader (DMGT/IGG/BVXP/IHG/ROR
apad recent (PTSG/QTX/IGG/BVXP/GSK)
apad top five (FEVR/BOO/ABC/RSW/TSTL)
Mozy123 (CARD/HAT/BVIC/GAW/SUS)
DiscoDave (AHT/ENQ/RBG/G4M/IGG)
Haywards26 (CLLN/HGM/BLVN/WTG/REDS)
che7win (IDP/GMS/OSB/IAE/CAKE)
tlst (SUS/HWDN/DOM/ULVR/RB)
Piedro (TSTL/SRT/OCN/ CAM/MGNS)

[piedro] 20/12/2016 15:05

APAD, thank you for your invitation.

I don't usually go in for competitions considering them speculative distractions though I did participate in the '3 top holdings' as something real.

I have a portfolio of 20 companies, some foreign and most held for over 10 years.

As competition material for 2017 I consider all as being eligible but really cannot predict to which or when their days will come but for the record please note ....

... TSTL, SRT, OCN, CAM and MGNS.

Aside: I do hold BVXP as a short term flutter but consider their days to be numbered and that their tests will be superseded by superior technology {body scanning} within the next 5-10 years

Piedro

[redartbmud] 20/12/2016 14:04

tlatsatt

Well done.
Personally, I think that 2017 will be a very difficult year. There are so many imponderables that will affect markets and sectors. Some of my picks are currently trading higher than would have wanted. My Lloy had a mini rally several days ago. so my start point is higher than I would like.
I am mainly 'safe' with the odd curved ball that, if it comes good, could propel my selections forward by a tidy sum.
Anyway, in about a year or so, we will eventually see the wisdom (or not) of our endeavours.

Lurching, or sliding gracefully to Christmas - depending on which way you look at it.

red

[thelongandtheshortandthetall] 20/12/2016 13:39

OK Red fair enough :)

although its not as easy as it sounds is it. After all we do have a year of known unknowns approaching IE brexit.
Is it already priced into the pound IE foreign currency earners, Is it already priced into builders and materials suppliers??

Tough to know what to do especially as I am really not up to date with the markets and have no idea which companies are on the brink (or within the year) of transformational news

Here are my 5 all the same
SUS
HWDN
DOM
ULVR
RB
Bit of a safe selection I think. would be easy to drop in a few super micro cap punts but I think those comps are kind of pointless really. good luck all


Thanks for running the comp APAD
Cheers thel....

[pj 1] 20/12/2016 12:17

AEX-outside chance SOU could come in. There have been discussions but that's all.

[lauders] 20/12/2016 12:15

Depends whether you want large "safe" O&G or SOU type "punts" I suppose APAD!

Latter = ENQ, BVLN among others. I would opt for former but WDIK? Former = BP., RDSB, SIA? News from latter today. No debt, pay a small dividend and need to get back from much higher levels they have fallen from.

[pj 1] 20/12/2016 12:14

AEX -Serial disappointer but has 2 near term drillS to (hopefully) add to existing small Gas discovery. Co has harped on about world class assets for years, the time has come.!!

Seem fully funded for the appraisals and an outside chance they could become self sufficient if demand for their existing gas producing well is there.

Management have lots to prove still. Less than 1% of my PF.

[apad] 20/12/2016 11:24

I have some divis to spend and don't know what to do.

I think I'm jaded and need some excitement, but my natural cynicism precludes so much.

O&G explorers, but I don't know a thing about them.

Any ideas?

apad

[redartbmud] 20/12/2016 11:17

APAD

Well done that man.Ok. You win. Stand easy for now.

red

[apad] 20/12/2016 10:52

On January 1, 2006, MBNA merged with and into Bank of America. MBNA America Bank, National Association, (MBNA) then became a wholly owned subsidiary of Bank of America.

More information than you will ever want or need on Wikipedia.

apad

[redartbmud] 20/12/2016 10:48

tlatsatt

Come on, get a grip.
We are waiting for your selections.
Think you can add wish list to your existing holdings to get to the magic 5.

red

[apad] 20/12/2016 10:47

All over I reckon:

Company name
MBNA RECEIVABLES LIMITED
Company number
FC028443
Address
26 New Street, St Helier, JERSEY,


MBNA EUROPE FINANCE LIMITED
Company number
FC028615
Address
Glategny Court Po Box 14o Glategny Esplanade, St Peter Port, Guernsey, , GY1 3HQ

[redartbmud] 20/12/2016 10:45

Val

Thanks.

APAD
Bunker mentality. Tin hat, flak jacket, brown trousers and bicycle clips is the normal dress code at times of stress or trouble on the horizon.
You cannot always rely on the 7th Cavalry to dig you out of a hole.

red

[valhamos] 20/12/2016 10:38

Fwiw, the accounts for the company in question are accessible at the Companies House website.

Incorporated in the Channel Islands, registered address in St Helier.

[apad] 20/12/2016 10:36

Interesting mix of shares in the competition (especially when compared with the usual high risk punts in open ended competitions).
We might be able to learn something!
apad
ps
There's many a financial type stalking the streets of St. Helier, red.